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How Financial Firms Can Improve Business Integration Capabilities and Increase Straight-Through Processing Efficiency
sponsored by Sterling Commerce
 | White Paper: | Posted: 11 Sep 2009
| | Published: | 01 Sep 2009 | |
Summary: |
This white paper discusses the increased demand placed on financial services organizations to improve their straight-through processing (STP) levels across all business units.
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Increasing Customer Experience via Rich Information Applications
sponsored by Actuate
| White Paper: | Posted: 10 Sep 2009
| | Published: | 09 Sep 2009 | |
Summary: |
This whitepaper shares key points and recommendations from leading analysts such as Forrester to assist organizations in leveraging RIAs to enhance online user experience.
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Automated Invoice Processing Into SAP®
sponsored by ReadSoft
| White Paper: | Posted: 20 Aug 2009
| | Published: | 19 Aug 2009 | |
Summary: |
Read this paper to learn how to automate the accounts payable process within SAP and find out what kind of investments will be needed and what great benefits your company can expect to incur as a result of document automation.
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Going Independent-- A Technology Survival Guide: How to Evaluate and Select the Right Software for Your New Firm
sponsored by Advent Software, Inc
| White Paper: | Posted: 13 Aug 2009
| | Published: | 01 Jul 2009 | |
Summary: |
This guide is intended to help advisors who are considering going independent or who have already struck out on their own to better understand and navigate their technology options.
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The Buyside and the Three Phase Evolution of Electronic Trading
sponsored by Advent Software, Inc
| White Paper: | Posted: 10 Aug 2009
| | Published: | 26 Dec 2006 | |
Summary: |
The objective of this paper is to present the buyside with a framework
in which to understand the changes in the U.S. trading market, to offer a vision for the trading platforms that will support this new world and to explain why the future belongs to independent broker-neutral systems supplied by software firms rather than sellside brokers.
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Portfolio Construction and Trading: Seven Key Factors in Evaluating Order Management Systems to Close the Gap
sponsored by Advent Software, Inc
| White Paper: | Posted: 10 Aug 2009
| | Published: | 05 Jan 2009 | |
Summary: |
This document examines the current state of Order Management Systems (OMS) portfolio management capabilities, identifies major challenges and "pain points" that firms encounter, and outlines seven system attributes needed to overcome them.
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Back Office Outsourcing and Investment Reporting - A Guide for Investment Advisors
sponsored by Advent Software, Inc
| White Paper: | Posted: 10 Aug 2009
| | Published: | 01 Jan 2006 | |
Summary: |
In investment reporting, customers expect detailed reports of irreproachable accuracy, delivered with no delay or excuses. This whitepaper will serve as as a guide for Investment Advisors.
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Research Management Solutions: Bringing the Benefits of Automation to the Front Office
sponsored by Advent Software, Inc
| White Paper: | Posted: 10 Aug 2009
| | Published: | 31 Dec 2008 | |
Summary: |
How does a firm or fund manager assess his/her research management
needs and choose the best solution? This document helps by identifying pain points in the research workflow that RMS must address, describing how RMS supports investment process and decision making, and highlighting key features to consider when evaluating RMS solutions.
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Credit Issuers: Stop Application Fraud At The Source With Device Reputation
sponsored by iovation, Inc.
| White Paper: | Posted: 09 Jun 2009
| | Published: | 09 Jun 2009 | |
Summary: |
Read this white paper to learn about new and innovative techniques and solutions can be used to combat fraud, and how you can realize a true return on investment by reducing losses from fraud exposure and increasing operational efficiency within your fraud prevention process.
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Accurate Costing Is Key to Profitability - Dynamic Environments Expose Weaknesses in Traditional Approaches
sponsored by SAP America Inc
| White Paper: | Posted: 05 Jun 2009
| | Published: | 01 Jun 2008 | |
Summary: |
To maximize profitability, companies must know the true cost of making and delivering their products and services. Traditional cost accounting, devised in a simpler era, does not satisfy that need. This paper examines indirect and overhead costs, which are crucial to managing profitability.
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A Complete View Of The Enterprise: Linking Operational And Financial Planning In Global Organizations
sponsored by SAP America Inc
| White Paper: | Posted: 05 Jun 2009
| | Published: | 01 May 2008 | |
Summary: |
In February 2008, CFO Research Services, a unit of CFO Publishing and part of The Economist Group, began a research project with Business Objects, an SAP company, asking senior finance executives to give views on their priorities and challenges around integrating operational and financial planning processes.
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Learn how to Enhance your Online Customer Relationships
sponsored by Actuate
| White Paper: | Posted: 07 May 2009
| | Published: | 05 May 2009 | |
Summary: |
To truly meet the needs of the modern banking customer, banks must do more than simply provide multi- siloed, disconnected, and inconsistent channels. This business whitepaper includes recommendations from a leading analyst on driving customer retention.
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Banking on Confidence: 5 Core Competencies of Compliance
sponsored by Tripwire, Inc.
| White Paper: | Posted: 30 Mar 2009
| | Published: | 01 Jan 2009 | |
Summary: |
Read this case study to learn how Rothschild Bank in Zurich has achieved banking and financial reporting regulatory compliance by getting a handle on change and getting down to basics - the five core competencies of compliance.
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Surviving and Thriving in a Challenging Market: How Customer-centric Strategies Can Help Financial Services Firms Weather Market Volatility and Economic Uncertainty
sponsored by Pivotal CRM, a CDC Software solution
| White Paper: | Posted: 20 Feb 2009
| | Published: | 20 Feb 2009 | |
Summary: |
This white paper explains how financial services firms across the industry and around the globe can use customer-centric strategies and CRM tools to maximize the value and loyalty of their client base and gain insight into new areas of opportunity.
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PCI DSS Compliance in the UNIX/Linux Datacenter Environment
sponsored by BeyondTrust Corporation
| White Paper: | Posted: 17 Feb 2009
| | Published: | 16 Feb 2009 | |
Summary: |
Read this whitepaper to discover a solution that enables IT organizations to create a secure access control infrastructure through granular authorization and "delegation" of the UNIX/Linux root or super user password to users based on their role and duties in the organization.
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MORE SPECIFIC TOPICS:
Banking Industry |
Insurance Industry |
Mortgage Industry |
Payment Card Industry |
Securities Industry